KPWS

Kestra Private Wealth Services Portfolio holdings

AUM $7.66B
1-Year Est. Return 23.97%
This Quarter Est. Return
1 Year Est. Return
+23.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
989
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$10.8M
3
+$4.84M
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$4.44M
5
SAVA icon
Cassava Sciences
SAVA
+$4.35M

Top Sells

1
+$5.57M
2
+$2.1M
3
+$1.95M
4
SONO icon
Sonos
SONO
+$1.53M
5
QDEC icon
FT Vest Growth-100 Buffer ETF December
QDEC
+$1.44M

Sector Composition

1 Technology 15.84%
2 Consumer Discretionary 8.98%
3 Healthcare 8.58%
4 Financials 8.51%
5 Communication Services 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$807K 0.05%
30,836
+5,338
402
$806K 0.05%
2,042
+178
403
$806K 0.05%
16,820
+1,417
404
$806K 0.05%
3,259
-231
405
$799K 0.04%
35,163
-267
406
$796K 0.04%
12,875
+933
407
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2,991
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408
$789K 0.04%
3,819
+130
409
$788K 0.04%
31,496
410
$787K 0.04%
11,548
+910
411
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16,840
+1,019
412
$786K 0.04%
16,616
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413
$785K 0.04%
5,280
+96
414
$784K 0.04%
4,517
+665
415
$781K 0.04%
7,927
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416
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3,471
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417
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36,830
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418
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419
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45,855
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420
$769K 0.04%
18,551
421
$764K 0.04%
+5,969
422
$763K 0.04%
2,436
-338
423
$762K 0.04%
28,724
+10,445
424
$760K 0.04%
6,987
+423
425
$758K 0.04%
30,327
-631
15 16
17
18 19